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CRM

Customer management from lead to case

In-app CRM: accounts and contacts, a lead and opportunity pipeline, sales goals and territories, cases and SLAs, segments, campaigns and customer journeys.

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CRM · pipeline

12 leads5 opportunities3 open cases
  • Opportunity · proposal stage Pipeline
  • Case · SLA 4 h In queue
  • Campaign · segment Ready
Screen preview: CRM & Customers

Highlights

  • Pipeline

    Leads, opportunities and a won/lost report.

  • Cases

    Queues, SLA policies and knowledge base.

  • Marketing

    Segments, campaigns, journeys and consent center.

Screens in this module

30 screens from the ArinOF app, grouped by area.

My work

Dashboard, work queue, activities and tasks.

  • CRM dashboard

    CRM overview screen.

  • Work queue

    CRM work assigned to the user.

  • Activities

    Call, meeting and other activity records.

  • Tasks

    CRM task list.

Customers

Accounts, contacts and contracts.

  • Accounts

    Customer account records.

  • Contacts

    Contacts linked to accounts (in-app).

  • Contracts

    Account contracts.

Sales & pipeline

Leads, opportunities, goals and territories.

  • Leads

    Prospect records.

  • Lead scoring

    Lead scoring rules.

  • Pipeline

    Stage view of opportunities.

  • Opportunities

    Opportunity list.

  • Competitors

    Competitor records.

  • Sales goals

    Sales goal setup and tracking.

  • Won/lost report

    Report on won and lost opportunities.

  • Territories

    Sales territories.

Customer service

Cases, queues, SLAs and knowledge base.

  • Cases

    Customer case records.

  • Queues

    Case queues.

  • SLA policies

    Case SLA policies.

  • Entitlements

    Customer support entitlements.

  • Knowledge base

    CRM knowledge base articles.

Marketing

Segments, campaigns, journeys and consent.

  • Segments

    Account lists / segments.

  • Campaigns

    Marketing campaigns.

  • Journeys

    Customer journeys.

  • Templates

    Message templates.

CRM setup

Definitions, duplicate merge and integrations.

  • Industries

    Industry definitions.

  • Categories

    CRM category definitions.

  • Duplicate merge

    Duplicate rules and merge.

  • Email capture

    Bringing emails into CRM.

  • CRM integrations

    CRM integration settings.

Connected screens

Screens from other groups that this module works with.

  • OFFICE, VISITORS & SALES

    Office, Visitors & Sales

    Visitor records, desk and meeting-room booking, floor plans; sales leads and a B2B order portal.

  • HELPDESK & KNOWLEDGE BASE

    Helpdesk & Knowledge

    Ticket list and messaging, a ticket portal for external users, SLA rules, source routing, metrics; knowledge-base articles and QDMS quality documents.

  • MAIL INTAKE

    Mail Intake

    Connected mailboxes, rule-based routing, processing status of inbound mail and analytics.

Run your office on one platform

People, attendance, leave and expenses, helpdesk and office — try it with your own company in a trial account.

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